KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$54.1K 0.01%
897
+12
427
$53K 0.01%
775
428
$52.9K 0.01%
789
429
$52.2K 0.01%
482
430
$52K 0.01%
80
431
$51.9K 0.01%
419
432
$51.8K 0.01%
700
433
$51.3K 0.01%
2,565
434
$51.2K 0.01%
568
435
$51.1K 0.01%
1,000
436
$51K 0.01%
3,846
437
$50.6K 0.01%
299
438
$50.5K 0.01%
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439
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$50.4K 0.01%
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$50.2K 0.01%
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443
$49.7K 0.01%
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$49.4K 0.01%
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+1,000
448
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449
$45.8K 0.01%
5,246
450
$45.4K 0.01%
426